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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,156 | $88,754+86.1% | $81,820+101.9% | $145,877+13.2% |
| Participation rate | 76.9% | 75.1%+1.8pp | 72.4%+4.5pp | 80.3%-3.4pp |
| Annual return | 17.29% | 1031.77%-1014.5pp | 777.93%-760.6pp | 551.28%-534.0pp |
| Employer contribution / active EE | $585 | $3,085-81.0% | $2,915-79.9% | $4,663-87.4% |
| Participant deferral / active EE | $2,002 | $4,648-56.9% | $4,323-53.7% | $6,691-70.1% |
| Admin fee / account holder | $11,782 | $8,424+39.9% | $7,391+59.4% | $13,402-12.1% |